Level 3 - Mutual Fund Investing Masterclass

Learn about equity funds - portfolio, returns, risks, costs, fund related documents, comparing funds & key action steps

Understand key aspects of equity markets

How to dissect equity stock universe in simple categories

Importance of benchmark and key market benchmarks

How to read and understand equity fund returns

Understand key risk parameters of an equity fund

Key parameters to consider while comparing equity funds

How to read a mutual fund factsheet

How to read the fund/scheme information document

An open mind

Motivation to learn

Good internet connection

Be able to read and understand English Language

Willingness to take action

This course is designed for a global audience and not to any particular domestic market. The concepts you will learn here are universal in nature and can be applied to any market in the world.

The Mutual Fund Investing Masterclass Program is a program that aims to help you achieve your financial goals in life.

The primary objective of the Level 3 - Mutual Fund Investing Masterclass is to give you a deeper understanding of equity mutual funds.

So, by the you are done with this course, you will have a far better understanding of equity mutual funds compared to the average mutual fund investor.

Following are the topics covered in this course :

Dissecting the Equity Market

Introduction

Market Capitalisation

Investment Styles & Investment Style Box

Sectors

Domestic & International Market

Investment Strats

Practical Example

Equity Fund Benchmarks

Introduction

Price Weighted Index

Value Weighted Index

Equal Weighted Index

Key Benchmarks (India & Global)

Practical Example

Equity Fund Asset Allocation

Introduction

Sector Allocation

Top 5 Holdings

Market Cap Weighting

Investment Style

Riskometer

Practical Example

Equity Fund Key Return Parameters

Introduction

Point to Point Return (Absolute)

Simple Annualised Return

Compounded Annual Return (CAGR)

Rolling Returns

Trailing Returns

Total Returns

Exit Load Impact on Investor Return

Practical Example

Equity Fund Key Risk Parameters

Introduction

Alpha

Risk Free Return

Standard Deviation (Fund Vs Benchmark)

Sharpe Ratio

Beta

Tracking Error

Information Ratio

R Squared

Practical Example

Equity Fund Key Portfolio Parameters

Introduction

Average Equity Holding

Average Market Cap

Annual Portfolio Turnover Ratio

Average P/E

Average P/BV

Average Dividend Yield

Practical Example

Fund Comparison

Introduction

Key Fund Parameters to Compare

Fund Manager

AUM

Fund Vs Benchmark Vs Category Performance

Comparison of Rolling Returns of Funds in a Category

Practical Example

Equity Fund Costs

Introduction

Cost for the Investor

Cost of Managing the Fund

Impact of Cost on Investor Returns

Practical Example

The Fund House Factsheet

Introduction

How to Quickly Glance at the Factsheet

Having a Closer Look at Facts

Practical Example

Fund/Scheme Information Document

Introduction

Key Sections to Read in a Fund/Scheme Information Document

Having a Closer Look at Facts

Practical Example

Equity Fund Investment Options

Introduction

Plans (Regular / Direct)

Options (Growth / Dividend)

Dividend Payout & Dividend Reinvestment Options

Practical Example

Equity Fund Transactions

Introduction

New Fund Offering (NFO)

Fresh Subscription

Min. Amount

Min. Additional Amount

Redemptions

Systematic Investment Plan (SIP)

SIP Pause

Systematic Withdrawal Plan (SWP)

Systematic Transfer Plan (STP)

Value STP

Flex SIP & Flex STP

Dividend Sweep Option

Trigger Option

Cutoff Timings

Action Steps

The 5 Action Steps

Anyone who wants to create wealth for yourself and family

Anyone who wants to generate regular income

Anyone with financial goals like buying a car, buying a house, going on a vacation, etc.

A housewife who manages family finances

Smart millennials who are interested in financial planning

Retired person interested in creating a regular income source

Family person who has financial responsibility



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